Iams Wealth Management’s Kinder Morgan KMI Stock Holding History

Iams Wealth Management’s Portfolio KMI Stock Details KMI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q2	–	Sell	-7,600	Closed	-$217K	–	182
2025 Q1	$217K	Sell	7,600 -89	-1%	-$2.46K	0.1%	150
2024 Q4	$211K	Buy	+7,689	New	+$200K	0.1%	159

Other funds holding KMI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

OAG

Orbis Allan Gray Hamilton, Bermuda $23.7B AUM 65.43% 1-Year Est. Return

Iams Wealth Management's KMI Position: Q2 2025 in Review

Iams Wealth Management sold out of Kinder Morgan (KMI) in Q2 2025, closing a stake of 7,600 shares — an estimated $217K sold.

Iams Wealth Management first reported a position in KMI in Q4 2024 and held it in 2 quarters. The position peaked at $217K in Q1 2025. 1,668 funds tracked by Wall St. Rank hold KMI as of Q2 2025.

Iams Wealth Management reported no remaining Kinder Morgan position as of Q2 2025 after selling out during the quarter.
Iams Wealth Management sold 7,600 Kinder Morgan shares in Q2 2025, an estimated $217K.
Iams Wealth Management first reported a position in Kinder Morgan in Q4 2024 and held it in 2 quarters.
Iams Wealth Management's Kinder Morgan position peaked at $217K in Q1 2025.
1,668 funds tracked by Wall St. Rank held Kinder Morgan as of Q2 2025.

Based on Iams Wealth Management's 13F filing for Q2 2025, filed 14 Jul 2025.